Singapore University of Social Sciences

NPM515 Succession & Legacy Planning aims to introduce the concept of the provisions of advisory from a client/philanthropist’s perspectives. It will explore the relationship between a client family and their wealth advisors, and seek to help client families move from the wealth preservation mind-set, to the succession planning and wealth distribution stage, including planning for legacy and philanthropic objectives. The course also aims to provide an understanding of the motivation behind philanthropic giving. It will equip the students with knowledge, practical techniques and strategies to help clients achieve the long-term legacy and wealth succession objectives through the lens of wealth transfer, legacy planning and philanthropy.